News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Tuesday 5 May 2026

Intel's revival runs on politics and promises — but supply bottlenecks tell a different story

Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...

Tuesday 5 May 2026

Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production

Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce...

Tuesday 5 May 2026

Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?

The AI chip race is increasingly running into a different kind of limit — not compute, but packaging, as supply constraints around advanced technologies such as CoWoS begin to...

Tuesday 5 May 2026

SK Hynix disputes report on M15X memory investment shift

SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea,...

Tuesday 5 May 2026

Kioxia, SanDisk to unveil 3D flash architecture targeting 1,000-layer milestone

Kioxia and SanDisk are set to present a new 3D flash memory architecture aimed at extending NAND scaling beyond 1,000 stacked layers, as memory makers seek ways to overcome the physical...

Monday 4 May 2026

ADT lands US AI chip deal using Samsung 4nm

ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based AI fabless company to develop and supply HPC SoC chiplets for AI data-center applications...

Monday 4 May 2026

Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives

Huawei is set to capture the largest share of China's AI chip market this year, with revenue expected to rise at least 60% as Chinese technology companies accelerate orders for domestic...

Monday 4 May 2026

Win Semiconductors: GaAs and InP supply still meets production demand

Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives...

Monday 4 May 2026

Samsung strike exposes AI-era pay divide, raises HBM supply risks

A looming strike at Samsung Electronics is exposing deeper fractures than a typical labor dispute, with widening pay gaps, divisional tensions,...

Monday 4 May 2026

DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era

As global demand for AI infrastructure accelerates, the collaboration between Taiwan and South Korea—the core pillars of the global semiconductor supply chain—is critical...

Monday 4 May 2026

Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch

Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up...

Monday 4 May 2026

AI's 1.6T shift turns InP into optical supply chain bottleneck

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

Monday 4 May 2026

Yageo's Pierre Chen says AI hardware boom is lifting passive component demand

Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory,...

Monday 4 May 2026

Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset

Below are the most-read DIGITIMES Asia stories from the week of April 27-May 4, 2026:

Monday 4 May 2026

Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...